Northwestern Mutual Wealth Management’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-200
| Closed | -$6K | – | 3108 |
|
2021
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 2598 |
|
2021
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 2381 |
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 2372 |
|
2020
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 2350 |
|
2020
Q2 | $2K | Sell |
200
-110
| -35% | -$1.1K | ﹤0.01% | 2228 |
|
2020
Q1 | $2K | Hold |
310
| – | – | ﹤0.01% | 2262 |
|
2019
Q4 | $8K | Buy |
310
+110
| +55% | +$2.84K | ﹤0.01% | 1974 |
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2004 |
|
2019
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 2045 |
|
2019
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2010 |
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 2039 |
|
2018
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2028 |
|
2018
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1891 |
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 1834 |
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1755 |
|
2017
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1691 |
|
2016
Q3 | – | Sell |
-72
| Closed | -$1K | – | 838 |
|
2016
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 1947 |
|
2016
Q1 | $1K | Sell |
72
-80
| -53% | -$1.11K | ﹤0.01% | 2004 |
|
2015
Q4 | $4K | Hold |
152
| – | – | ﹤0.01% | 1353 |
|
2015
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 1134 |
|
2015
Q2 | $18K | Hold |
152
| – | – | ﹤0.01% | 889 |
|
2015
Q1 | $18K | Hold |
152
| – | – | ﹤0.01% | 894 |
|
2014
Q4 | $21K | Hold |
152
| – | – | ﹤0.01% | 871 |
|
2014
Q3 | $23K | Hold |
152
| – | – | ﹤0.01% | 783 |
|
2014
Q2 | $25K | Sell |
152
-5
| -3% | -$822 | ﹤0.01% | 720 |
|
2014
Q1 | $24K | Buy |
157
+10
| +7% | +$1.53K | ﹤0.01% | 729 |
|
2013
Q4 | $23K | Hold |
147
| – | – | ﹤0.01% | 755 |
|
2013
Q3 | $23K | Buy |
147
+89
| +153% | +$13.9K | ﹤0.01% | 716 |
|
2013
Q2 | $11K | Buy |
+58
| New | +$11K | ﹤0.01% | 824 |
|